David Dyer
David Dyer is a registered investment advisor at King George Capital Mgmt, INC., based in King George, VA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 56 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
King George Capital MGMT charges an annual investment management fee based on the value of your portfolio. The fee ranges from 0.5% to 1.5% per year. The exact fee is negotiable depending on your circumstances and the size and type of your account.
Location
12407 Ridge Road, King George, VA, 22485
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David maintains an insurance license primarily to provide investment-related services, specifically variable contracts, to clients. This license has been in effect since his association with Kingsbridge.
Employment History
Current Registrations
King George Capital Mgmt, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.